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Home > Institutional Investor > Mps Loria Financial Planners, Llc > Profile

Instuitional Investor - Mps Loria Financial Planners, Llc

Fund Profile
Filing Period:
Fund Name: Mps Loria Financial Planners, Llc
Portfolio Value $337,791,255
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 377,918 $121,750,150 36.04%
2.
Apple Inc.
 AAPL 303,845 $76,088,909 22.52%
3.
Vanguard Index Fds - SMALL CP ETF
 142,115 $34,147,319 10.1%
4.
Ishares Inc - CORE MSCI EMKT
 609,732 $31,840,207 9.42%
5.
Ishares Trust
 IEF 16,051 $5,364,980 1.58%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)